Chadwic Schmeltzer
Chadwic Schmeltzer is a registered investment advisor at Charles Schwab & CO., INC., based in Westlake, OH, with 28 years of industry experience. Chadwic operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
2341 Crocker Rd, Westlake, OH, 44145
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2000Other Business Activities
Chadwic is the treasurer for Wayndale Mat Backers, a local non-profit supporting the school wrestling program, since 2022. He spends about 10-20% of his time providing financial reports, writing checks, and making deposits for the organization.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.